Reminder module for Perfex CRM (item ID: 33455479) is an item from codecanyon.net in category php-scripts. This is a premium item and their price is $30 with regular license. According to some statistics, the author zonvoir sold about 152 items from the release date 2021-08-13. Reminder module for Perfex CRM enjoys sound reputation, so 1 user(s) rated it with 0 stars. Now, you can free download Reminder module for Perfex CRM in CPUMe. Remember this item is for testing & studying purposes only and is not supported for commercial use.
This is a module for Perfex CRM
Demo: Click Here
Reminder module allows to send reminders for following
Sms Notifications with twilio
Reminders will be send to staff and customers
Customised email template
status on reminder
Filter by: Year, Customer, Staff,This month, This Week, Recurring Reminders, include Notified, customer, Related To, Added By.
Twilio configuration is required for sending SMS
Cron job configuration is required for sending email and message
Create Custom services
Step: Setup->Reminder settings->Reminder services-> Add New service
Enable Staff Reminder Trigger SMS in setting
Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.
Customised your customer email template
Step: Setup-> Email Templates >Customer>Reminder->Customised your template as per needed.
Support Ticket related doc issue fixed.
customer email bug Fixed
Bug Fixed 1- search the customer details on Invoice 2-Total Amount error. 3- Cron issue.
26-02-22 (V 1.0.4)
1- Custom Services. 2- Recurring Reminder. 3- Add new Filters. 4- Add Notes in Edit. 5- Bug fixed.
1- Table View changed. 2- Add Edit, View, Delete button added in table. 3- From to Date range filter added. 4- Notified/Pending status added in table. 5- Related to filter added for Proposal, Estimate, invoice, Credit Note, Support ticket.